See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,515 | $77,314+36.5% | $177,989-40.7% | $80,856+30.5% |
| Participation rate | 87.9% | 65.7%+22.2pp | 77.1%+10.8pp | 67.6%+20.2pp |
| Annual return | 13.76% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,406 | $2,292-38.7% | $3,949-64.4% | $2,755-49.0% |
| Participant deferral / active EE | $7,613 | $4,411+72.6% | $6,276+21.3% | $4,296+77.2% |
| Admin fee / account holder | $735 | $7,191-89.8% | $10,363-92.9% | $6,918-89.4% |